Richardson GMP

Welcome to the December edition of our monthly newsletter. As you are no doubt busy preparing for the holiday season, we are busy ensuring that all of the considerations surrounding the end of another tax year are handled on your behalf. We would like to take this opportunity to point out a couple of housekeeping matters:

Holiday office hours

December 27th is the last trading day in Canada and the U.S. for equity market transactions to settle in 2017. Canadian and U.S. markets will be closed Christmas Day and New Year’s Day. Canadian markets are also closed on December 26th.

The Jefferson|Steele office will be closed from 1 pm on December 22nd through January 1st, returning on January 2nd. We will have staff available for contact by phone during that week at our regular numbers, should you have an urgent matter.

We wish you the very best for the holiday season, and hope that you have the opportunity to spend some quality time with family and friends!

All the best,

Dwight, Tyler, Neil, Eddie, Wendy, Brenda, Jessica & Heather

2017 Year-end tax planning checklist

Financial planning is time sensitive. While the following list is not exhaustive, here are some items that must be considered, incurred or paid prior to year-end in order to be included in your 2017 tax return.

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Jefferson|Steele Christmas ideas

Books, movies, trivia, activities and more!

Read full article

The Elegant Universe

Book review by Neil

I have always been curious about astronomy, and how the universe works. According to the classical laws of physics, the universe operates much like a clock and the stars and galaxies move in a predictable path, as described by Newton. The universe was static and predictable and everything was governed by a set of knowable laws of nature (gravity, electromagnetism, and the two nuclear forces).

Read full article

Barney Bentall and the Cariboo Express did it again!

When Kendel Carson and Dustin Bentall opened the show with Tragically Hip’s Bobcaygeon, I knew it was going to be a night to remember!

Read full article

Dwight Jefferson, CIMA®
Senior Vice President
Portfolio Manager
Tel.: 604.640.0555 • Email

Tyler Steele, CFA
Senior Vice President
Portfolio Manager
Tel.: 604.640.0554 • Email

Neil Kumar, CIM®
Portfolio Manager
Tel.: 604.640.0406 • Email

Eddie Gudewill, CFA
Portfolio Manager
Tel.: 604.640.0562 • Email

Wendy Lloyd
Tel.: 604.640.0556 • Email

Jessica Dewey
Tel.: 604.640.0405 • Email

Brenda Geib, BA
Tel.: 604.640.0559 • Email

Richardson GMP Limited
500 – 550 Burrard Street
Vancouver, BC V6C 2B5

Toll Free: 1.866.640.0400
Fax: 604.640.0300


The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson GMP Limited or its affiliates. Assumptions, opinions and estimates constitute the author's judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results. The comments contained herein are general in nature and are not intended to be, nor should be construed to be, legal or tax advice to any particular individual. Accordingly, individuals should consult their own legal or tax advisors for advice with respect to the tax consequences to them, having regard to their own particular circumstances. Insurance services are offered through Richardson GMP Insurance Services Limited in BC, AB, SK, MB, NWT, ON, QC, NB, NS, PEI and NL. Additional administrative support and policy management are provided by PPI Partners. Richardson GMP Limited is a member of Canadian Investor Protection Fund. Richardson is a trade-mark of James Richardson & Sons Limited. GMP is a registered trade-mark of GMP Securities L.P. Both used under license by Richardson GMP Limited.